Apply to Work with Us!

🌈 Before applying to work with us, we highly recommend you check out our current one-on-one services and pricing here.

🌈 Fill out the form below, and if we think you might be a good fit for our one-on-one work, we'll send you a link to book a free 20-minute intro call to talk more and answer any questions you might have!

🌈 If we review your answers and can tell that we might not be the best fit for you, we'll lovingly let you know that too--but we promise to send you any other referrals and resources we can to help!

🌈 Your answers don't have to be perfect, but the more information you can give us, the better we can help you find the right next steps for your situation.

🌈 We do our best to review all applications within 2 business days, but we do get backed up during some times of the year (especially New Year's!), so we thank you in advance for your patience :)

🌈 Filling this application out is not a commitment to work with us, nor does it guarantee acceptance into one of our one-on-one programs.

Thanks, friend! We can't wait to learn all about your awesome financial goals!

Name*

First NameLast Name

Email*

example@example.com

Pronouns*

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Phone Number*

Please enter a valid phone number.

Which of the following best describes you?*

I'll flying solo for this planning or coaching engagement.I'd like to engage in planning or coaching with my partner/spouse/comrade.We're a polyamorous family, so there will be more than two of us involved!

What do you do for a living?*

What's your total estimated pre-tax household income per year? (An estimate is totally okay here, and feel free to include any bonuses or expected commissions.)*

Which of the following best describes you? (Check all that apply!)*

My situation feels dire; I am actively accruing debt every month.I can cover all my needs, but it feels like I'm still living paycheck to paycheck.I have a little money left over each month and a little cushion for emergencies, but not as much as I'd like.I have excess money to save and invest each month and I'm ready to make a good plan for it.I/we are comfortably well off and have made good progress in our wealth-building journey.Other

Tell us more about yourself! What are your most important and/or urgent financial goals? What problems are you hoping we can help solve?*

What type of support do you think might be the most helpful for you at this time? (Check all that apply!)*

I want a plan or resources to help me be a better DIY saver and investor.I'm good at "doing my homework" or completing action items, but I want to make sure I'm doing the right things.I will need a program that provides implementation support and/or extra accountability to help keep myself on track.I want an investment advisor to manage my money so that I don't have to do it myself.I want some sort of ongoing relationship with a planner or advisor, but not yet sure what that should look like.I have no idea what I need and want yet!

Tell us a fun fact about yourself!

Have you reviewed our current service menu and pricing and feel ready to invest in professional support? (The link is at the top of this page if you need it!)*

Yes! I'm so ready!I think I'm ready, but I have more questions about the packages and process.No, but I'm hoping you could answer a couple quick questions or have other resources to help.

Are you ready and willing to invest time, effort, and emotional energy in support for your financial journey?*

Yes! I can't wait to dive in!I have limited time, but am comfortable going at a slower pace to work with my schedule.I have limited time, so I'm looking for a higher level of support to take things off my plate.I have very limited time or energy to devote to the process right now.

How did you hear about Young & Scrappy?*

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